The Vendors page helps you keep a directory of external providers your school works with. Vendors may include transport providers, accommodation providers, activity operators, catering services, and other organisations.
What You Can Do
- View all vendors in your workspace.
- Create a new vendor record.
- Edit vendor information when details change.
- Assign an internal responsible staff member.
- Store primary contact information.
- Record location-related details for a vendor.
- Keep provider information available for excursion planning and staff reference.
- Review vendor records before using them in planning.
Common Workflows
Add a new provider
Create a vendor record when your school starts working with a new organisation or service provider.
Edit the vendor when phone numbers, email addresses, contacts, responsible staff, or location information changes.
Follow up expiring documents
Assign responsible staff for vendors whose documents need active follow-up. Workspace admins, managers, and the vendor’s responsible staff member receive reminders when vendor documents are approaching expiry.
Prepare for excursion planning
Check vendor records before confirming bookings, transport, accommodation, or other services.
Detailed guides
Tips
- Use the official provider name where possible.
- Keep contact details clear so staff know who to reach out to.
- Keep responsible staff current when vendor ownership changes.
- Review vendor records periodically to remove outdated information.
Last modified on June 18, 2026
